Winslow Capital Management
Latest statistics and disclosures from Winslow Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, GOOG, MSFT, AVGO, and represent 40.98% of Winslow Capital Management's stock portfolio.
- Added to shares of these 10 stocks: ASML (+$463M), ELAN (+$326M), TT (+$319M), GE (+$312M), PLTR (+$290M), ORLY (+$271M), CHRW (+$263M), AAPL (+$249M), AMD (+$216M), VRT (+$216M).
- Started 9 new stock positions in CHRW, COST, CME, APP, MS, ELAN, TXN, TEAM, MU.
- Reduced shares in these 10 stocks: MSFT (-$684M), AMZN (-$553M), DASH (-$536M), , CDNS (-$365M), CTAS (-$341M), AXON (-$328M), ARES (-$319M), APH (-$300M), SYK (-$282M).
- Sold out of its positions in ALNY, ARES, AXON, CDNS, CTAS, DASH, KKR, NDAQ, SNPS, VRTX. WDAY.
- Winslow Capital Management was a net seller of stock by $-1.5B.
- Winslow Capital Management has $25B in assets under management (AUM), dropping by -15.29%.
- Central Index Key (CIK): 0000900973
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Portfolio Holdings for Winslow Capital Management
Winslow Capital Management holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.4 | $2.9B | 17M | 174.40 |
|
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| Apple (AAPL) | 9.3 | $2.3B | +11% | 9.3M | 253.79 |
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| Alphabet Inc Class C cs (GOOG) | 7.5 | $1.9B | +10% | 6.6M | 286.86 |
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| Microsoft Corporation (MSFT) | 6.5 | $1.7B | -29% | 4.5M | 370.17 |
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| Broadcom (AVGO) | 6.2 | $1.6B | +14% | 5.1M | 309.51 |
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| Amazon (AMZN) | 4.4 | $1.1B | -32% | 5.4M | 208.27 |
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| Facebook Inc cl a (META) | 3.9 | $995M | -5% | 1.7M | 572.13 |
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| Eli Lilly & Co. (LLY) | 2.7 | $697M | 758k | 919.77 |
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| General Electric (GE) | 2.7 | $677M | +85% | 2.4M | 283.77 |
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| Netflix (NFLX) | 2.4 | $603M | +10% | 6.3M | 96.15 |
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| Tesla Motors (TSLA) | 2.1 | $543M | -3% | 1.5M | 371.75 |
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| Intuitive Surgical (ISRG) | 2.1 | $535M | -8% | 1.2M | 460.99 |
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| Hilton Worldwide Holdings (HLT) | 2.1 | $531M | +4% | 1.7M | 304.08 |
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| Palantir Technologies (PLTR) | 2.0 | $505M | +135% | 3.5M | 146.28 |
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| Snowflake Inc Cl A (SNOW) | 1.9 | $487M | +3% | 3.2M | 150.82 |
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| Ge Vernova (GEV) | 1.8 | $466M | -27% | 534k | 872.90 |
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| Asml Holding (ASML) | 1.8 | $463M | +184463% | 351k | 1320.83 |
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| MasterCard Incorporated (MA) | 1.6 | $418M | -32% | 837k | 499.66 |
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| Visa (V) | 1.6 | $410M | -31% | 1.4M | 302.24 |
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| Advanced Micro Devices (AMD) | 1.5 | $386M | +127% | 1.9M | 203.43 |
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| Quanta Services (PWR) | 1.5 | $384M | +3% | 700k | 549.02 |
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| Shopify Inc cl a (SHOP) | 1.4 | $359M | +2% | 3.0M | 118.62 |
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| Howmet Aerospace (HWM) | 1.3 | $343M | -5% | 1.5M | 230.46 |
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| Parker-Hannifin Corporation (PH) | 1.3 | $342M | +132% | 382k | 895.24 |
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| Trane Technologies (TT) | 1.3 | $330M | +2714% | 793k | 416.74 |
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| McKesson Corporation (MCK) | 1.3 | $329M | -13% | 380k | 865.36 |
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| Elanco Animal Health (ELAN) | 1.3 | $326M | NEW | 14M | 23.93 |
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| Spotify Technology Sa (SPOT) | 1.2 | $301M | -44% | 621k | 484.91 |
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| Analog Devices (ADI) | 1.1 | $288M | +58% | 906k | 318.14 |
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| Intuit (INTU) | 1.1 | $282M | -28% | 652k | 432.38 |
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| O'reilly Automotive (ORLY) | 1.1 | $272M | +19799% | 3.0M | 92.31 |
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| C.H. Robinson Worldwide (CHRW) | 1.0 | $263M | NEW | 1.6M | 166.07 |
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| Arista Networks (ANET) | 1.0 | $254M | +8% | 2.1M | 122.78 |
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| KLA-Tencor Corporation (KLAC) | 0.9 | $237M | +66% | 161k | 1472.41 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.9 | $217M | +19624% | 865k | 250.58 |
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| Micron Technology (MU) | 0.8 | $197M | NEW | 584k | 337.84 |
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| Applovin Corp Class A (APP) | 0.7 | $172M | NEW | 432k | 398.00 |
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| Amphenol Corporation (APH) | 0.7 | $168M | -64% | 1.3M | 126.35 |
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| Morgan Stanley (MS) | 0.6 | $159M | NEW | 965k | 164.57 |
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| Stryker Corporation (SYK) | 0.6 | $145M | -66% | 440k | 328.60 |
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| Cme (CME) | 0.6 | $144M | NEW | 488k | 295.36 |
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| Ecolab (ECL) | 0.6 | $141M | -16% | 529k | 266.02 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $133M | NEW | 686k | 194.14 |
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| Booking Holdings (BKNG) | 0.3 | $85M | +225302% | 322k | 264.65 |
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| Oracle Corporation (ORCL) | 0.3 | $69M | -72% | 472k | 147.11 |
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| Servicenow (NOW) | 0.2 | $52M | -82% | 500k | 104.55 |
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| Compass (COMP) | 0.2 | $51M | 6.9M | 7.31 |
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| Ishares Tr Rssll 1000 Grwt Etf-equity (IWF) | 0.2 | $39M | +30% | 92k | 426.40 |
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| Atlassian Corporation Cl A (TEAM) | 0.2 | $39M | NEW | 571k | 68.24 |
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| Costco Wholesale Corporation (COST) | 0.0 | $10M | NEW | 10k | 996.43 |
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| Lam Research (LRCX) | 0.0 | $3.1M | -33% | 15k | 213.66 |
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| Vanguard Index Tr Growth Viper Etf-equity (VUG) | 0.0 | $2.6M | -57% | 6.0k | 436.79 |
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| Alphabet Inc Class A cs (GOOGL) | 0.0 | $2.4M | -8% | 8.4k | 287.56 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $1.2M | +34% | 39k | 32.01 |
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| Moody's Corporation (MCO) | 0.0 | $622k | -94% | 1.4k | 436.25 |
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| iShares S&P 500 Growth Index (IVW) | 0.0 | $376k | -68% | 3.3k | 113.11 |
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| Uber Technologies (UBER) | 0.0 | $349k | -17% | 4.8k | 71.93 |
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| Boston Scientific Corporation (BSX) | 0.0 | $295k | -49% | 4.7k | 62.75 |
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| MercadoLibre (MELI) | 0.0 | $244k | -31% | 141.00 | 1729.02 |
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| Linde (LIN) | 0.0 | $217k | -8% | 438.00 | 495.76 |
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Past Filings by Winslow Capital Management
SEC 13F filings are viewable for Winslow Capital Management going back to 2011
- Winslow Capital Management 2026 Q1 filed May 14, 2026
- Winslow Capital Management 2025 Q4 filed Feb. 12, 2026
- Winslow Capital Management 2025 Q3 filed Nov. 13, 2025
- Winslow Capital Management 2025 Q2 filed Aug. 13, 2025
- Winslow Capital Management 2025 Q1 filed May 14, 2025
- Winslow Capital Management 2024 Q4 filed Feb. 13, 2025
- Winslow Capital Management 2024 Q3 filed Nov. 13, 2024
- Winslow Capital Management 2024 Q2 filed Aug. 13, 2024
- Winslow Capital Management 2024 Q1 filed May 14, 2024
- Winslow Capital Management 2023 Q3 filed Nov. 13, 2023
- Winslow Capital Management 2023 Q2 filed Aug. 11, 2023
- Winslow Capital Management 2023 Q1 filed May 11, 2023
- Winslow Capital Management 2022 Q4 filed Feb. 10, 2023
- Winslow Capital Management 2022 Q3 filed Nov. 14, 2022
- Winslow Capital Management 2022 Q2 filed Aug. 12, 2022
- Winslow Capital Management 2022 Q2 restated filed Aug. 12, 2022